Aerospace and Defense

It's been fun to read these US Gov fact sheets (few a week) recently.

$Rocket Lab(RKLB.US)@周树人的交易员 is swapping XtalPi for 'Little Rocket'. Is now a good time? What's your gut feeling?

$Curtiss Wright(CW.US)

Context: The main reason I am holding tight is the current sector rotation and capital flow. Despite recent market volatility, CW has shown massive relative strength near its key support levels. As long as the fundamentals remain intact and technical supports hold, I view this consolidation as healthy accumulation.

My trade: My average entry cost sits at 627. I am taking absolutely no action today. Looking at the chart, the price is stuck in a chop zone. Adding here ruins my cost basis, and taking profits means missing out on the potential breakout. My framework is simple. I respect my stop loss and let the winners ride as long as the thesis plays out.

Takeaway: Consolidation phases test your psychology. Chopping around usually leads to overtrading and getting shaken out. My next move is to wait for a high volume breakout before considering adding to my position.